Stage 1 · Records
Requested early, with a checklist.
Our services, in detail
Four services for established Florida businesses, scoped in an engagement letter.
Program 01 · Known before they are due
Business tax returns
Returns prepared as soon as the records allow, not at the extension deadline. The point is that you know the number with months to plan around it. Where a position is arguable we will say so plainly rather than taking it quietly on your signature.
Stage 2 · Preparation
Queries raised as they arise.
Stage 3 · Review
Figures explained before signing.
Stage 4 · Filed
After you sign, ahead of the deadline.
Stage 1 · Records
Reconciled and complete.
Stage 2 · Preparation
Presented clearly, not just correctly.
Stage 3 · Discussion
What the figures actually show.
Stage 4 · Labelled
No assurance claimed, ever.
Program 02 · Without assurance, stated
Financial statements
Statements prepared from your records, presented so they can actually be read. They carry no assurance and we label them accordingly — if a lender requires reviewed or audited statements, that needs a CPA firm and we will tell you rather than let you find out at the bank.
Program 03 · Across the whole year
Payroll & compliance
The year is full of deadlines that have nothing to do with the tax return: payroll deposits, quarterly filings, sales tax, the Florida annual report. We hold that calendar so a good year is not spoiled by a penalty that was purely administrative.
Stage 1 · Calendar
Every filing and deadline held.
Stage 2 · Payroll
Run and deposited on schedule.
Stage 3 · Filings
Quarterly, annual and sales tax.
Stage 4 · Confirmations
Kept and available to you.
Stage 1 · Reporting
Figures you will actually read.
Stage 2 · Review
Margins and compensation examined.
Stage 3 · Before year end
While decisions still change things.
Stage 4 · Referral
Where it becomes legal or investment work.
Program 04 · One meeting that matters
Management reporting & planning
Once a year, before the year ends, is when decisions can still change the outcome. We go through margins, owner compensation and whether the current structure still fits — and where a question becomes legal or investment advice, we say so and refer you.
Tired of finding out in April?
A free consultation on where things stand and what it would cost to do it earlier.